Robert E. Burton, LLB, CLU, ChFC, AEP
Principal at Burton Insurance Services
Mill Valley, California
As Senior Advanced Planning Consultant for NY Life, Robert Burton spearheaded their Advanced Planning Program and pioneered their Field Version of that Program. As Vice President of Management Compensation Group/SF, he helped create executive benefit programs for several large companies in the San Francisco Bay Area. Robert specializes in life, disability, and long-term care insurance, with an emphasis on life insurance for estate and business planning.
Robert has lectured on life insurance and estate planning at many Estate Planning Councils and numerous other organizations around the country. His speech on “Estate Planning with Life Insurance” at the Practising Law Institute’s 37th Annual Estate Planning Institute in San Francisco was recognized as one of the Institute's best presentations.
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Robert has lectured on life insurance and estate planning at many Estate Planning Councils and numerous other organizations around the country. His speech on “Estate Planning with Life Insurance” at the Practising Law Institute’s 37th Annual Estate Planning Institute in San Francisco was recognized as one of the Institute's best presentations.
Read more
As Senior Advanced Planning Consultant for NY Life, Robert Burton spearheaded their Advanced Planning Program and pioneered their Field Version of that Program. As Vice President of Management Compensation Group/SF, he helped create executive benefit programs for several large companies in the San Francisco Bay Area. Robert specializes in life, disability, and long-term care insurance, with an emphasis on life insurance for estate and business planning.
Robert has lectured on life insurance and estate planning at many Estate Planning Councils and numerous other organizations around the country. His speech on “Estate Planning with Life Insurance” at the Practising Law Institute’s 37th Annual Estate Planning Institute in San Francisco was recognized as one of the Institute's best presentations.
Robert has been a faculty member at CLU Symposiums and Institutes and is a member of three local Estate Planning Councils, being a past President of the San Francisco Council. He is a recent board member of the National Association of Estate Planners & Councils and a past President of his local SFSP Chapter.
Robert has also been extremely active in community affairs. A former Mayor of Mill Valley, he was recently recognized by both Mill Valley and the County of Marin for 45 consecutive years of public service.
Robert has lectured on life insurance and estate planning at many Estate Planning Councils and numerous other organizations around the country. His speech on “Estate Planning with Life Insurance” at the Practising Law Institute’s 37th Annual Estate Planning Institute in San Francisco was recognized as one of the Institute's best presentations.
Robert has been a faculty member at CLU Symposiums and Institutes and is a member of three local Estate Planning Councils, being a past President of the San Francisco Council. He is a recent board member of the National Association of Estate Planners & Councils and a past President of his local SFSP Chapter.
Robert has also been extremely active in community affairs. A former Mayor of Mill Valley, he was recently recognized by both Mill Valley and the County of Marin for 45 consecutive years of public service.
